Contact Management
Centralize all customer and lead information in one searchable database. Never lose track of a contact again.
The Scattered Contact Problem
❌ Excel spreadsheets: Contacts split across multiple files, no activity history, goes stale quickly
❌ Email inbox: Searching "when did I last talk to John?" takes 10+ minutes of scrolling
❌ Sticky notes/memory: Forget important details about conversations, lose context between touchpoints
❌ Other CRMs: Complex setup, manual logging, don't work offline, expensive for small teams
Lead16's Contact Management
🎯 Single Source of Truth
Every contact, conversation, deal, and invoice in one searchable database. No more hunting through emails, spreadsheets, or notebooks.
⚡ Auto-Activity Logging
Gmail sync automatically logs emails, opens, and clicks to contact timeline. No manual copy-paste. See complete conversation history instantly.
📊 Smart Segmentation
Filter contacts by tags, custom fields, deal stage, last contact date, or engagement score. Export segments for campaigns or reports.
📴 Offline Access
All contacts sync to your device. Add, edit, or search contacts without internet. Perfect for field sales, events, or traveling.
Complete Contact Record
📇 Basic Info
- ✓ Full name
- ✓ Email address
- ✓ Phone number
- ✓ Company name
- ✓ Job title
- ✓ Address
- ✓ Social profiles
- ✓ Profile photo
📊 Custom Fields
- ✓ Industry
- ✓ Company size
- ✓ Annual revenue
- ✓ Budget range
- ✓ Timezone
- ✓ Lead source
- ✓ Referral partner
- ✓ Custom dropdowns
📈 Activity Timeline
- ✓ Email sent/received
- ✓ Email opens & clicks
- ✓ Phone calls logged
- ✓ Meetings scheduled
- ✓ Deals created
- ✓ Invoices sent
- ✓ Notes & attachments
- ✓ Tag changes
Smart Segmentation Examples
🔥 Hot Leads to Follow Up
Filter: Lead Score > 80 AND Stage = Qualified AND Last Contact > 3 days
Use case: Export this list daily to prioritize outreach. Contacts automatically enter/exit as their score or activity changes.
💼 Enterprise Prospects
Filter: Company Size > 100 employees AND Industry = SaaS
Use case: Assign to senior sales rep, add to enterprise nurture campaign, or send personalized outreach.
😴 Dormant Contacts to Re-Engage
Filter: Last Contact > 90 days AND Stage ≠ Lost
Use case: Add to re-engagement email drip campaign: "Still interested in [solution]?" with case study or new feature update.
🎯 Event Attendees
Filter: Tag = "Conference 2025" AND Deal Stage = New Lead
Use case: Send personalized follow-up: "Great meeting you at [event]!" with calendar booking link for demo.
Lead16 vs Other Contact Managers
| Feature | Lead16 | Salesforce | HubSpot | Excel |
|---|---|---|---|---|
| Unlimited contacts | ✓ Free | $25/mo+ | ✓ Free | ✓ Free |
| Auto-activity logging (Gmail) | ✓ Yes | $75/mo+ | $50/mo+ | ✗ No |
| Offline access & editing | ✓ Yes | ✗ No | ✗ No | ✓ Yes |
| Deal/invoice linking | ✓ Auto | Manual | Manual | ✗ No |
| Custom fields | Unlimited | Limited | Pro+ only | Unlimited |
| Setup time | 2 min | 2+ hours | 30 min | 5 min |
Who Needs Contact Management?
🏢 Growing Teams
When multiple people touch the same contacts, you need a shared database so everyone sees the latest conversation history, notes, and deal status.
Example: Marketing agency with 5 account managers serving 200 clients. Everyone sees who talked to whom, when, and what was discussed.
🚀 High-Volume Sales
Handling 50+ leads per week? You can't rely on memory. Contact management automatically logs activity and helps you prioritize who to contact next.
Example: B2B SaaS company processing 300 inbound leads monthly. Segments by industry and company size for targeted outreach.
🏗️ Field Sales Teams
Meet clients on-site without wifi? Offline contact management lets you add new contacts, take notes, and log calls. Syncs when you reconnect.
Example: Construction sales rep visiting 10 job sites daily. Logs contacts and notes offline, syncs at end of day.
💼 Service Businesses
Consultants, freelancers, and agencies need to track client preferences, project history, and invoicing—all linked to each contact record.
Example: Marketing consultant managing 25 retainer clients. Links invoices, project notes, and email history to each client.
Easy Import & Export
📥 Import From Anywhere
- ✓ CSV Upload: From Excel, Google Sheets, or any spreadsheet
- ✓ Other CRMs: Export from Salesforce/HubSpot/Pipedrive, import here
- ✓ Gmail Sync: Auto-import contacts from sent/received emails
- ✓ Manual Add: Quick-add form with autocomplete
Auto-deduplication merges contacts with same email or phone number.
📤 Export Segments
- ✓ CSV Export: Download any segment to Excel/Sheets
- ✓ Email Campaigns: Export emails for Mailchimp/SendGrid
- ✓ Reports: Include contacts in sales reports (PDF)
- ✓ Custom Fields: Choose which columns to export
Perfect for account reviews, prospecting lists, or migration to other tools.
Consultant Goes from Chaos to Clarity
"I had 300+ contacts scattered across Gmail, LinkedIn messages, and 5 different Excel sheets. I couldn't remember who I talked to last week, let alone 3 months ago. Lead16's contact management imported everything in 2 minutes. Now Gmail emails automatically log to contact timelines. I can finally see the full customer journey without digging through my inbox."
— Amanda L., Marketing Consultant
Frequently Asked Questions
Contact management in a CRM stores all customer and lead information in one centralized database: names, emails, phone numbers, companies, conversation history, tags, custom fields, and activity timeline. It replaces scattered spreadsheets, email threads, and sticky notes with a single source of truth.
Lead16 automatically links contacts to deals, invoices, and activity logs. When you email a contact from <a href="/features/gmail-integration" class="link link-primary">Gmail</a>, it syncs to their timeline. When you create an invoice, it links to their record. You see the complete customer journey in one place without manual data entry.
Yes. Import unlimited contacts via CSV upload from Excel, Google Sheets, or export from other CRMs (Salesforce, HubSpot, Pipedrive, etc.). Lead16 automatically detects columns and maps them to the right fields. Duplicates are merged based on email or phone number.
Yes. Lead16 syncs all contacts to your device for offline access. Add new contacts, update records, log calls, or take notes while offline. Changes sync automatically when you reconnect—perfect for field sales, trade shows, or traveling.
Use tags, custom fields, and filters to create dynamic segments. Example: "Tag = Hot Lead AND Industry = SaaS AND Last Contact > 30 days". Save segments for reuse in email campaigns, reports, or exports. Contacts automatically enter/exit segments as they meet criteria.
Related Resources
Centralize Your Contacts Today
Import from spreadsheets or Gmail in 2 minutes. Never lose track of a contact again.
💯 Unlimited contacts on free plan • No credit card required • 2-minute setup